Filer Name: INVESTMENTS & FINANCIAL PLANNING, LLC
CIK: 1909307
Period: 2024-12-31
Filed At: 2025-01-27
Number of Holdings: 33
Portfolio Value: $0.16B

Investments & Financial Planning, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VB US VANGUARD SMALL-CAP ETF 152,058 $37M 22.52% -0.7% -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 373,020 $33M 20.21% -2.2% -
IJH US ISHARES CORE S&P MIDCAP ETF 396,889 $25M 15.24% 0.4% -
VO US VANGUARD MID-CAP ETF 56,484 $15M 9.20% 1.1% -
CGGR US CAP GROUP GROWTH EQUITY 240,713 $9M 5.51% 3.7% -
URTH US ISHARES MSCI WORLD ETF 49,609 $8M 4.75% 4.3% -
VT US VANGUARD TOT WORLD STK ETF 62,072 $7M 4.49% 0.1% -
VCSH US VANGUARD S/T CORP BOND ETF 92,314 $7M 4.44% 2.2% -
NVDA US NVIDIA CORP 23,032 $3M 1.91% - -
BIV US VANGUARD INTERMEDIATE-TERM B 35,977 $3M 1.66% 17.9% -
TSLA US TESLA INC 5,511 $2M 1.37% 0.1% -
BNDX US VANGUARD TOTAL INTL BOND ETF 35,366 $2M 1.07% -9.9% -
VUG US VANGUARD GROWTH ETF 4,027 $2M 1.02% -1.2% -
SHYG US ISHARES 0-5 YR HY CORP BOND 34,044 $1M 0.89% 49.5% -
VTV US VANGUARD VALUE ETF 7,578 $1M 0.79% 0.5% -
SPLG US SPDR PORTFOLIO S&P 500 ETF 12,459 $1M 0.53% -1.7% -
AAPL US APPLE INC 2,975 $1M 0.46% 0.1% -
VWOB US VANGUARD EMERG MKTS GOV BND 11,820 $1M 0.46% 18.1% -
MUB US ISHARES NATIONAL MUNI BOND E 6,674 $1M 0.44% 0.2% -
SPYV US SPDR PORT S&P 500 VALUE 11,222 $1M 0.35% 3.2% -
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